Wealthfront Advisers

Wealthfront Advisers Portfolio holdings

AUM $42.6B
1-Year Est. Return 14.98%
This Quarter Est. Return
1 Year Est. Return
+14.98%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$34.2B
AUM Growth
+$1.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
934
New
Increased
Reduced
Closed

Top Sells

1 +$354M
2 +$264M
3 +$231M
4
SHV icon
iShares Short Treasury Bond ETF
SHV
+$56.3M
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$35.8M

Sector Composition

1 Technology 5.44%
2 Financials 2.35%
3 Consumer Discretionary 1.88%
4 Communication Services 1.68%
5 Healthcare 1.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
476
$2.52M 0.01%
35,204
+4,260
477
$2.51M 0.01%
10,302
+2,156
478
$2.49M 0.01%
141,859
-26,610
479
$2.48M 0.01%
12,814
+556
480
$2.48M 0.01%
234,443
+69,312
481
$2.46M 0.01%
32,512
+12,367
482
$2.46M 0.01%
65,324
+23,665
483
$2.45M 0.01%
33,105
-868
484
$2.41M 0.01%
104,333
-1,681
485
$2.38M 0.01%
26,360
+1,330
486
$2.38M 0.01%
63,340
+2,987
487
$2.37M 0.01%
18,860
-6,961
488
$2.37M 0.01%
16,297
+6,011
489
$2.36M 0.01%
90,629
+40,849
490
$2.33M 0.01%
37,028
+536
491
$2.33M 0.01%
30,192
-3,014
492
$2.33M 0.01%
19,287
+1,387
493
$2.33M 0.01%
6,308
-7,006
494
$2.32M 0.01%
17,529
+2,492
495
$2.31M 0.01%
47,837
+6,037
496
$2.3M 0.01%
17,131
+3,991
497
$2.29M 0.01%
40,271
+7,042
498
$2.28M 0.01%
41,148
+3,734
499
$2.28M 0.01%
12,991
-289
500
$2.26M 0.01%
26,510
-961